Support financial planning advice at Edward Jones through research and analysis while helping Canadian advisors deliver practical client guidance.

As an Associate Analyst, you will support the Canada Financial Planning team across advice, guidance, standards, processes, tools, and client experiences. You will work with Senior Analysts and stakeholders across Financial Planning, Learning, Experience, Brand Marketing, Service, Compliance, Legal, and Operations. The work focuses on relevant, effective planning support aligned with industry trends and regulatory expectations.

Key Responsibilities:

- Research and develop financial planning advice and guidance
- Translate advice into standards, processes, and client experiences
- Analyze data and communicate insights to governance committees
- Maintain reports, articles,



seminars, and website content
- Support presentations for branch teams and client opportunities

Requirements:

- Bachelor's degree or equivalent relevant experience
- Three to five years of relevant financial services experience
- Knowledge of financial planning disciplines or planning tools
- Robust research, analysis, writing, and presentation abilities
- Collaborative relationship-building and systems-thinking capabilities

Apply financial planning expertise, analytical skills, and collaboration to strengthen advisor guidance and client experiences at Edward Jones.

📌 Financial Planning Associate Analyst (Mississauga)
🏢 Edward Jones
📍 Mississauga